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Türkiye Halk Bankasi A.S., (HALKB) Fair Value & Analysis

Financial Services · TR · Market cap 266B TRY

TH Türkiye Halk Bankasi A.S., HALKB · IS
Price37.02 TRY
Fair Value49.09 TRY
Upside+32.6%
Quality55/100
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Healthy Growth
Solidly profitable · 17.9% net margin
Low debt · generates free cash flow
Ranks above peers (8/13)
Wide moat 66/100
Evidence: High Range 36.82 TRY – 61.36 TRY Share as image

Fair value as of: Aug 8, 2026

From 23 valuation models · updated yesterday

Share price −11.7% over the past month.

A solid business, screening 33% undervalued on our models.

What matters now

  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

50.35 TRY 4.20 TRY Fair Value 49.09 TRY May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.

How to read this chart

60‑month range 4.20 TRY – 50.35 TRY · fair‑value band 36.82 TRY – 61.36 TRY · the 37.02 TRY price screens below the 49.09 TRY fair value. Dashed = 300-day average. As of Aug 8, 2026.

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Analysis

Türkiye Halk Bankasi A.S., (HALKB) currently trades at 37.02 TRY, while our model-based Fair Value estimate is 49.09 TRY, implying the stock looks roughly 32.6% undervalued today. The Quality Score stands at 55/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Türkiye Halk Bankasi A.S., generated revenue of 169B TRY at a net margin of 17.9%. Revenue grew 67.4% year over year. It earns a return on equity of 15.4%. Net debt stands at 57.1B TRY. Fundamentals as of Aug 8, 2026

Our scenario range runs from 36.82 TRY (bear case) to 61.36 TRY (bull case); at 37.02 TRY, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 29% below its 52-week high and 58% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 33%, HALKB screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 642.05 TRY 1,125 TRY 2,144 TRY 80
Residual Income 28.92 TRY 35.64 TRY 85.10 TRY 76
ROIC Compounder 126.85 TRY 127.14 TRY 127.40 TRY 72
All 23 models by family
DCF Models
FCF DCF 673.58 TRY 1,009 TRY 2,108 TRY 38
Owner Earnings 148.83 TRY 180.56 TRY 250.17 TRY 31
5Y Revenue Exit 271.07 TRY 299.29 TRY 351.79 TRY 39
5Y EBITDA Exit 272.33 TRY 301.83 TRY 356.50 TRY 41
5Y P/E Exit 312.34 TRY 433.94 TRY 580.82 TRY 38
10Y Revenue Exit 385.53 TRY 513.90 TRY 537.57 TRY 36
10Y EBITDA Exit 386.61 TRY 516.67 TRY 681.54 TRY 37
10Y P/E Exit 416.48 TRY 604.86 TRY 870.44 TRY 35
Earnings-Based
Graham-Dodd 25.68 TRY 179.07 TRY 251.30 TRY 54
Lynch FV 66.37 TRY 94.82 TRY 123.26 TRY 50
PEG = 1.0 66.37 TRY 94.82 TRY 123.26 TRY 46
EPV 126.85 TRY 127.14 TRY 127.40 TRY 59
Multiples
P/E Multiple 56.64 TRY 75.52 TRY 94.40 TRY 63
P/S Multiple 44.97 TRY 59.96 TRY 74.95 TRY 58
P/B Multiple 48.15 TRY 64.19 TRY 80.24 TRY 55
EV/EBIT 129.66 TRY 131.15 TRY 132.64 TRY 53
EV/EBITDA 130.05 TRY 131.67 TRY 133.29 TRY 54
EV/Revenue 128.21 TRY 129.50 TRY 130.78 TRY 43
Asset-Based
NCAV (Graham) 15.20 TRY 20.36 TRY 30.39 TRY 50
Growth DCF
Growth DCF 642.05 TRY 1,125 TRY 2,144 TRY 80
Economic Profit
Residual Income 28.92 TRY 35.64 TRY 85.10 TRY 76
ROIC Compounder 126.85 TRY 127.14 TRY 127.40 TRY 72
Growth Earnings
Growth-Adj P/E 83.54 TRY 119.34 TRY 155.14 TRY 68

Widest divergence: Growth DCF (1,125 TRY) versus Asset-Based (20.36 TRY). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 169B TRY
Revenue growth (YoY) +67.4%
Net margin 17.9%
Return on equity 15.4%
Free cash flow 221B TRY FY2025
P/E ratio 8.8
More key figures
Operating margin 29.5%
EPS (TTM) 4.21 TRY
EPS growth (YoY) +48.4%
Net debt 57.1B TRY FY2021

Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 62 · Market factors (momentum, volatility) 51

Profitability 28
Margins and returns on capital today
Quality Growth 52
Are margins and returns improving?
Cashflow 99
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 18
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 46
Price trend over the last 3–12 months (market factor)
52W Momentum 61
Distance to the 52-week high (market factor)
Net Issuance 90
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Türkiye Halk Bankasi A.S., together with its subsidiaries, offers various banking products and services. The company provides deposit products, including e-deposits, deposit accounts with investment funds, child accounts, accumulated deposit accounts, producing deposit accounts, current TL accounts, time deposit TL/FX accounts, current FX accounts, gold …

Full company description

Türkiye Halk Bankasi A.S., together with its subsidiaries, offers various banking products and services. The company provides deposit products, including e-deposits, deposit accounts with investment funds, child accounts, accumulated deposit accounts, producing deposit accounts, current TL accounts, time deposit TL/FX accounts, current FX accounts, gold deposit accounts, and safety deposit boxes. It also offers personal, auto, mortgage, and overdraft loans; letter of credit, commercial, and cash and non-cash loans; medium and long-term, and investment and project loans; loans from international financial institutions; and foreign trade loans. In addition, the company provides various cards and payment services; insurance products; derivative products; and investment products comprising investment funds, Fon24, domestic government bonds, bank bills and bonds, eurobonds, repos, forwards, options, swaps, and secured options, as well as cash management services. Further, it offers Internet, mobile, and SMS banking services. Additionally, the company is involved in investment in capital market instruments based on real estate, real estate projects, and rights based on real estate; financial leasing; factoring; financing; savings; financing and asset management; and capital markets activities. Türkiye Halk Bankasi A.S. operates domestic and foreign branches in Cyprus and Bahrain and representative offices in England and Iran. Türkiye Halk Bankasi A.S. was founded in 1933 and is headquartered in Istanbul, Turkey. Türkiye Halk Bankasi A.S. operates as a subsidiary of Turkey Wealth Fund.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Türkiye Halk Bankasi A.S., reported revenue of 172B TRL in FY2025 versus 24.6B TRL in FY2021, a compound +62.7%/yr. Reported net income was 27.1B TRL in FY2025, compounding +96.1%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
172B TRY
Latest YoY
+122.4%
Avg. growth/yr (3Y)
+30.4%
Avg. growth/yr (5Y)
+55.4%
Avg. growth/yr (22Y)
−37.5%
Revenue +62.7%/yr
FY21 24.6B TRL
FY22 77.7B TRL
FY23 61.8B TRL
FY24 77.5B TRL
FY25 172B TRL
Net income +96.1%/yr
FY21 1.8B TRL
FY22 15.5B TRL
FY23 16.8B TRL
FY24 22.0B TRL
FY25 27.1B TRL

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Cite: Fair Value Calculator (2026). "Türkiye Halk Bankasi A.S., Fair Value". https://www.fairvalue-calculator.com/stock/HALKB

Peer Group

Banks - Regional · 1084 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 59 · Below median
Fair Value upside +33% · Above median
Return on equity (TTM) 15% · Top 25%
Return on assets 1% · Below median
Net margin (TTM) 18% · Bottom 25%
Operating margin (TTM) 30% · Below median
Revenue growth 67% · Top 25%
Debt / equity 0.15× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 8.8× · Cheaper than 75% of peers
P/B 1.22× · Pricier than median
P/S (TTM) 1.58× · Cheaper than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers
PEG 0.32× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 77 · sector 39
FUTURE 100 · sector 44
PAST 62 · sector 41
HEALTH 93 · sector 85
DIVIDEND 0 · sector 49

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Türkiye Halk Bankasi A.S., (HALKB) overvalued or undervalued?
As of Aug 8, 2026, our model estimates a fair value of 49.09 TRY versus a price of 37.02 TRY, about +33% (undervalued).
What is the fair value of HALKB?
Our model-based fair value for Türkiye Halk Bankasi A.S., is 49.09 TRY (as of Aug 8, 2026), built from audited fundamentals. The current price is 37.02 TRY.
What is the quality score of HALKB?
Türkiye Halk Bankasi A.S., has a Quality Score of 55/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Türkiye Halk Bankasi A.S., (HALKB)?
Türkiye Halk Bankasi A.S., reported trailing-twelve-month revenue of about 169B TRY (latest available figure, as of Aug 8, 2026).
What is the net profit margin of HALKB?
The net profit margin of Türkiye Halk Bankasi A.S., is about 17.9%, meaning it keeps roughly 17.9% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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